While remaining overweight in the equity space, those companies with high quality earnings and strong growth should outperform, says Union Bancaire Privée (UBP).
Category: Global
Blackrock flags major investment themes shaping markets
Its mid-year outlook tips inflation, China and the net zero challenge as dominant themes.
Haitong opens a Family Office
The Chinese financial group Haitong International Securities has poached a Julius Baer banker to lead the unit.
Global equities face choppy waters
As policy and liquidity tensions build, there is a growing threat they will disrupt the apparent calm in stock markets, according to T. Rowe Price.
Natixis expects further equity gains
Post-pandemic sectors will continue to shine, according to Natixis Investment Managers (IM)
Wealth management boosts UBS profits
The Swiss bank announced better-than-expected results for the second quarter 2021, mainly generated by a strong performance in its global wealth management business.
DWS bullish on Asia earnings growth
The asset manager’s CIO expects emerging Asia to be the most promising investment region over the next 12 months and longer term.
Allocating to equities through an earnings lens
Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
JPMAM turns cautious on Asia stocks
The asset manager sees several headwinds facing Asian equity markets.
Speculation over Spacs requires cautious stance
Longer term investors need to be patient as the market for Special Purpose Acquisition Companies (Spacs) undergoes much-needed maturity, believes Amundi Asset Management.